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About Us

Midwest Capital Services, Ltd. is a fee-based financial and insurance services firm providing

customized game plans designed for: investing, reducing taxes, purchasing insurance, transferring the estate to the next generation with a minimum of taxes and helping provide security for our client’s future.

Like many of us, you may lead a busy life.  Your family, friends and work demand much of your time.  Even with best intentions, you may find it difficult to make the time to plan for your financial future.

Our mission is to simplify a complex world and provide insurance, investment, family and business planning guidance to those busy clients that don’t have the time or desire to become experts themselves.

Throughout our lives situations arise that require knowledge and the expertise of professionals who can assist clients with their immediate and long-term goals.  We can help you analyze areas such as: Investment planning, Retirement planning, Income replacement, Tax conservation*, Asset Allocation**, College planning and Estate Transition planning***.

Many of our clients tell us they know how to make money in their respective fields and want us to help them keep it, help them grow it, help them protect what they’ve accumulated, provide solutions for their concerns as they change over time and show them how to transfer their accumulation to the next generation tax-free.

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH  45242  (513) 794-6794. Investment Advisory Services offered through O.N. Investment Management Company. 

 *      Midwest Capital Services, Ltd. does not provide legal, accounting or tax advice but we do coordinate our services and work together with our clients professional advisors.

 **    Asset Allocation does not assure a gain and does not protect against a loss in declining markets.

 ***  Estate planning services provided in conjunction with your licensed legal advisor.